Creativeone Wealth, LLC
Creativeone Wealth, LLC (CRD# 281213) is a financial advisory firm headquartered in Overland Park, KS. They manage $3,430,274,685 in 21,910 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,430MILLION
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Garth Porterfield (CRD# 5762934) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 14 years of experience in the finance industry.
Lonny Powell (CRD# 6875544) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Louisville, KY and has over 6 years of experience in the finance industry.
Nathaniel Reeder (CRD# 3174599) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.
Timothy Schrader (CRD# 6721765) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.
Matthew Schuller (CRD# 7024194) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.
Jeffrey Schultz (CRD# 3276582) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Scappoose, OR and has over 24 years of experience in the finance industry.
Timothy Schulze (CRD# 2068348) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Kirkwood, MO and has over 32 years of experience in the finance industry.
Patrick Seelye (CRD# 4646767) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Lawrence, KS and has over 14 years of experience in the finance industry.
Eric Seyboldt (CRD# 5279140) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 16 years of experience in the finance industry.
Ryan Shaughnessy (CRD# 4762570) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Omaha, NE and has over 20 years of experience in the finance industry.